ERP discovery questionnaire: questions that reveal data history

When to use this ERP discovery questionnaire

Use it in the first discovery call or the pre-kickoff survey of an ERP selection or implementation, and in the same sitting you will learn most of what you need to decide whether the client fits a SourceX introduction. Sections one to five are questions ERP consultants already ask. Section six adds two more that show whether the client's records could be worth a licensing review.

Copy the blocks below into your discovery template and edit the wording to match your methodology. The referral opportunities for ERP consultants page explains where an introduction fits next to your implementation work.

Section 1: Company and entities

The headcount question is the first screen. A company needs 50+ full-time employees at peak (contractors excluded) for a SourceX introduction, and the peak counts, not today's number.

Section 2: Years live and system history

Section 3: Legacy systems and integrations

If the client is moving from spreadsheets or small-business accounting software, the QuickBooks to NetSuite migration guide covers which historical data to carry across.

Section 4: Archive, retention and export plans

Section 5: Process and approvals

Section 6: Two fit questions for a SourceX introduction

These two sit at the end of discovery, framed as housekeeping about the old system.

The first tells you whether records will survive. The second surfaces red flags, since data already licensed for AI training is a reason to stop. If both answers look promising, the network opportunity finder and the who qualifies page help you decide whether to raise it.

How to read the answers

How to bring it up without derailing the project

Wait until scope and fees are agreed. Then say it in one breath.

Follow up once, in writing, a week or two later. If the client says no, stop. Keep it separate from implementation billing. Note that ERP resale margins and referral rewards are different instruments; ERP referral fees vs data licensing referral rewards sets out the difference. The additional revenue streams for MSPs guide also covers how to sequence it. A CRM-side counterpart is in the CRM discovery questions and a records-preservation view in the Salesforce data archiving guide.

What never to include

• Any request to see, copy or describe actual ledger entries, customer lists or employee records for SourceX purposes.
• Promises of payment or typed reward amounts. Say only that partners can earn a share of SourceX's fee after a deal is completed and paid, and that no reward is guaranteed.
• Pressure to decide before cutover. The introduction should never delay a project.

Next step

Add Section 6 to your next discovery template. When a client answers yes to both, register as a partner and make the introduction, or point the owner to sourcex.si/apply with your referral link.